Skip to main content

Deployment

This user guide will walk you through all the processes relevant to deployment of Eftsure's extension: Eftsure inside Microsoft Dynamics for Finance and Operations.

Three distinct methods are used for deployment depending on the target environment.

The first deployment is for your initial Development environment. You will receive / download a copy of our latest release (deployable package) that your deployment team will first deploy into your Development environment and source control.

For all other Development environments, your developers will deploy our latest release to their development machine by calling a Get Latest in Visual Studio.

For all Tier2+, the Deployable Package will need to be built including all other packages (All In One Package) and deployed using LCS features.

note

We deploy binaries using Software Deployable Packages, the source code is not deployed. The Software deployable packages files are shipped by Eftsure. We encourage you to be on the latest version that you will find on LCS.

For Live environments, the same Deployable Package approved in Test will be deployed using LCS features, after testing and approval in Test.

It's important to understand each deployment technique prior to performing a deployment of our latest release.

For more information, please refer to the following:

Cloud deployment

For on premise deployments, please refer to the following:

On premises deployment

Updates are applied using deployable packages. Applying updates causes system downtime. All relevant services will be stopped, and you won't be able to use your environments while the package is being applied. You should plan accordingly.

On Premise

This user guide describes the release process for all environments deployed through Lifecycle Services, on-premise release documentation is not available at this date.

This user guide describes the LCS deployment features only, the Deployable Packages are standard, and therefore can also be deployed via command line to on premise environments or cloud environments:

Install deployable package

Upgrades

Upgrades are slightly different from first time installs, please see Upgrades for more details.

Troubleshoot package deployment failures

If package deployment fails, see the Troubleshoot package application issues topic.

Packages

Eftsure ships the following 3 packages:

Eftsure inside D365 (core features)

ExFlow and Eftsure inside D365 (to be installed for ExFlow customers)

Xe and Eftsure inside D365 (to be installed for Xe customers)

The packages architecture looks like the following:

The main package can be deployed on it's own,

The two partner packages require their matching partner packages and will fail if not available.

Please see our partners to get their packages.

Important:

In all scenarios, make sure to clean the packages folder for each package. For more information,

Please refer to Clean Packages.

Deployment from LCS

Receive an LCS invitation for the project from Eftsure,

Go to LCS, then Solution Management.

If the Eftsure solution is not yet available, select Import and import the solution.

Go to LCS > Project > Asset Library > Software deployable package > Find Eftsure package(s).

Deployable package to your environment.

Deployment from command line

Alternatively, the deployment can be achieved via command line.

Find the latest Eftsure package and download it to c:\Temp

Extract Eftsure package to C:\Temp (No spaces in the folder name)

Run the following script in PowerShell as Admin

Unblock (command)
dir -Path c:\\temp -Recurse | Unblock-File

Close PowerShell,

note

Due to previous issues, it is recommended to clean Eftsure package(s), see clean Packages

Deploy the latest Eftsure package:

[AxUpdateInstaller QuickInstallAll]

Download file, copy to c:\Temp

Deployable Package

If you have a deployable package, install deployable packages from the command line or from LCS:

Install deployable package

Apply deployable package